IIM
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INTECH Investment Management’s SM Energy SM Stock Holding History

INTECH Investment Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Sell
49,945
-616
-1% -$18.5K 0.01% 904
2026
Q1 		$1.58M Sell
50,561
-91,490
-64% -$2.09M 0.02% 798
2025
Q4 		$2.66M Buy
142,051
+88,952
+168% +$1.8M 0.02% 613
2025
Q3 		$1.33M Sell
53,099
-50,194
-49% -$1.35M 0.01% 1024
2025
Q2 		$2.55M Sell
103,293
-20,056
-16% -$486K 0.02% 616
2025
Q1 		$3.69M Buy
123,349
+734
+0.6% +$26.3K 0.04% 428
2024
Q4 		$4.75M Buy
122,615
+27,475
+29% +$1.16M 0.05% 338
2024
Q3 		$3.8M Buy
95,140
+73,729
+344% +$3.2M 0.04% 320
2024
Q2 		$926K Buy
+21,411
New +$1.05M 0.01% 646

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

INTECH Investment Management's SM Position: Q2 2026 in Review

INTECH Investment Management reduced its SM Energy (SM) stake by 1.2% in Q2 2026, selling an estimated $18.5K and leaving 49,945 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #904.

INTECH Investment Management first reported a position in SM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.75M in Q4 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • INTECH Investment Management held 49,945 shares of SM Energy worth $1.3M as of Q2 2026.
  • INTECH Investment Management sold 616 SM Energy shares in Q2 2026, an estimated $18.5K.
  • SM Energy made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #904 holding.
  • INTECH Investment Management first reported a position in SM Energy in Q2 2024 and has held it in 9 quarters since.
  • INTECH Investment Management's SM Energy position peaked at $4.75M in Q4 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.